Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • General Securities Representative, Series 7, 1991
  • Uniform Investment Advisor Law, Series 65, 2001
  • Uniform Securities Agent State Law, Series 63, 1991
  • General Securities Principal, Series 24, 1996
  • General Securities Sales Supervisor, Series 8, 1995
  • Health, Life, Variable Life and Annuities License, KY Dept of Ins., 2002

Interests

  • I play Tennis and Golf and have recently started Cycling.
  • Was a Weightlifter for The University of Oklahoma

Community participation

  • Member of St. Patrick Church

Awards & recognition

  • Ameriprise Circle of Success, 2004-2009, 2013-2014

Previous experience

  • Ameriprise Financial Services, Inc. Financial Advisor, Associate Vice President, 1992-Present
  • Merrill Lynch, Financial Advisor, 1990-1992